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Financial Connections Group’s W.P. Carey WPC Stock Holding History

Financial Connections Group’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,997
Closed -$237K – 316
2022
Q1 		$237K Hold
2,997
– – 0.24% 45
2021
Q4 		$240K Buy
+2,997
New +$229K 0.24% 43

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Connections Group's WPC Position: Q2 2022 in Review

Financial Connections Group sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 2,997 shares — an estimated $237K sold.

Financial Connections Group first reported a position in WPC in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

  • Financial Connections Group reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
  • Financial Connections Group sold 2,997 W.P. Carey shares in Q2 2022, an estimated $237K.
  • Financial Connections Group first reported a position in W.P. Carey in Q4 2021 and held it in 2 quarters.
  • Financial Connections Group's W.P. Carey position peaked at $240K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Financial Connections Group's 13F filing for Q2 2022, filed 22 Jul 2022.